Job Description

We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will work alongside a team of talented colleagues from various markets, businesses, and functions to advance your career.

Job Responsibilities

1. Manage and maintain client relationships by earning trust, understanding client needs, providing targeted advice, developing solutions, and delivering an exceptional client experience.
2. Generate business results by acquiring new assets from existing clients and new client acquisition.
3. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
4. Partner with internal specialists to provide interdisciplinary expertise when needed.
5. Connect clients across all lines of business within J.P. Morgan Chase & Co.
6. Ensure proposed solutions meet clients' short, medium, and long-term needs through holistic, goal-based planning.
7. Adhere strictly to all risk and control policies, regulatory guidelines, and security measures.

Required Qualifications, Capabilities, and Skills

• Six+ years of experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66, and Insurance licenses required; unlicensed candidates considered but must obtain licenses within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence and an established network.
• Experience or understanding of investments, wealth planning, credit, and banking concepts.
• Client-focused approach and dedication to client service.

Preferred Qualifications, Capabilities, and Skills

• Proactive, initiative-taker, and critical thinker.
• MBA, JD, CFA, or CFP preferred.
• Excellent communication and presentation skills.
• Strong organizational skills and disciplined approach.
• In-depth knowledge of equity, fixed income markets, and alternative investments such as Hedge Funds, Private Equity, and Real Estate.

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to a diverse client base. We provide a competitive total rewards package, including salary, bonuses, and benefits such as health care, retirement plans, wellness centers, and more. We are committed to diversity and inclusion and are an equal opportunity employer.

Base Salary Range: Denver, CO: $170,000 - $250,000 per year

Job Tags

Similar Jobs